Oshkosh named short-term buy idea at Deutsche Bank

Deutsche Bank analyst Nicole Deblase placed a “Catalyst Call: Buy” on shares of Oshkosh as a short-term investment idea. The stock has underperformed the group year-to-date and Cummins has potential for a material earnings beat in Q2 as management gets its execution back on track after a difficult two years, the analyst tells investors in a research note. The firm sees continued improvement in supply chain constraints, which it believes should allow Oshkosh to deliver volume growth above and beyond its current guidance.